Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Bond Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The 3-Step Retirement Route Process

The Retirement Route is a three-step process designed to help you build confidence in your retirement planning every step of the way.

We offer services in these three areas:

1.Retirement Route Income Analysis

We take your different income sources, savings and investments and analyze how they work together.

2.Retirement Route Portfolio Risk and Fee Analysis

We will work with you to identify your true risk tolerance and position your money to help you prepare for potential market corrections.

3.Your Retirement Route Recommendations

We will make any recommendations that we feel would help you achieve your goals more efficiently.

Five Point Financial Plan

We are committed to helping you build a strong, successful strategy that lasts. We do that by analyzing every aspect of your financial situation to ensure all portions of your Five Point Financial Plan work together, not separately.

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Income Planning

Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

Investment Planning

Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month.

Tax Planning

Any comprehensive Retirement Plan will include a strategy for decreasing tax liabilities.

Health Care Planning

We will create a plan to help you address rising healthcare costs with a minimum of expense.

Legacy Planning

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax efficient manner.

 

HOW OUR PROCESS CAN WORK FOR YOU

We will deliver to you our findings and what we would recommend if you were a client of ours.  There is no pressure, no cost, and no obligation.  If you have questions on your current plan or are looking to create a retirement plan, give us an opportunity to show you how we work, what we do, and our commitment to providing a high level of personalized customer service that makes the difference to our clients.

Ready to Take The Next Step?

You don’t have to define your financial future alone. Talk to us today to learn how we can help

Or give us a call at 413.754.4747